Amanda Holmes (CRD# 5763214) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Denver, CO and has over 11 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bradenton, FL | Dec 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2018 - Dec 2021 | 3 |
| J.j.b. Hilliard, W.l. Lyons, LLC | Indianapolis, IN | Sep 2015 - May 2018 | 2 |
| Unemployed | Indianapolis, IN | May 2015 - Sep 2015 | < 1 |
| Lpl Financial LLC | Indianapolis, IN | Jun 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- FL
-
Total Assets Under Management1,161MILLIONS
-
Total Number of Accounts6,308ACCOUNTS
-
Average Account Value$184,075
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, HI, IL, MI, MN, MT, ND, NE, SD, TX, WI, WY
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